Configure E-signature for approvals

Approval with e-Signature plugin (com.glide.e_signature_approvals) enables users to approve requests by authenticating their login credentials.

Before you begin

Ensure you install Approval with e-Signature plugin (com.glide.e_signature_approvals) from All > System Applications > All Available Applications > All.

Role required: Admin

About this task

On activation, the Approval with e-signature plugin adds a prompt for credentials when an approver attempts to approve a request from the list context menu. Enable E-signature approvals on a table-by-table basis. For detailed information on the plugin, see Approval with e-signature.

For the OOTB approvals:​

• Approval users are prompted with e-signature ​before approving or rejecting the item.
• Approval users can add comments first and without the e-signature.
• When you cancel the e-signature, the task remains in the pending tasks.​
• When you approve with an e-signature, the task progresses to the completed section.​

E-signature approvals provide security, compliance, and accountability by introducing the ability for users to enter login credentials before taking an action.

Procedure

1. Navigate to All > System Definition > e-Signature Registries.

2. In Table name, select an existing table from the drop-down list.

   • Table: A table list to select the table that requires e-signature.
   • Enabled: On selection, an e-signature is required. Clear this option to remove the e-signature requirement.
   • Select Save.

Result

When you select a table (sc_request) and enable the e-signature, the approvers can perform the approve or reject actions only after a successful user credential authentication. The approver authentication window redirects to the identity provider login screen for an SSO enabled instance.​

Note: When you do not upgrade to the latest employee center, you do not see the authentication window.

For more information on approvals, see Use approval experience.